Stratos Investment Management’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
– Sell
-9,475
Closed -$449K – 365
2025
Q2
$449K Buy
+9,475
New +$448K 0.02% 263

Other funds holding DFNM

Stratos Investment Management's DFNM Position: Q3 2025 in Review

Stratos Investment Management sold out of Dimensional National Municipal Bond ETF (DFNM) in Q3 2025, closing a stake of 9,475 shares — an estimated $449K sold.

Stratos Investment Management first reported a position in DFNM in Q2 2025 and held it in 1 quarter. The position peaked at $449K in Q2 2025. 247 funds tracked by Wall St. Rank hold DFNM as of Q3 2025.

  • Stratos Investment Management reported no remaining Dimensional National Municipal Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Stratos Investment Management sold 9,475 Dimensional National Municipal Bond ETF shares in Q3 2025, an estimated $449K.
  • Stratos Investment Management first reported a position in Dimensional National Municipal Bond ETF in Q2 2025 and held it in 1 quarter.
  • Stratos Investment Management's Dimensional National Municipal Bond ETF position peaked at $449K in Q2 2025.
  • 247 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q3 2025.

Based on Stratos Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.